AUMdb

Shellie Lee Inc. Retirement Plan

Sponsored by Shellie Lee Inc. · EIN 873382239 · Plan #001

Total assets
—
Net assets
—
Active participants
0
With balances
0

Plan year beginning 01/01/2025 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

No Schedule C on file for this plan year.

Filing history

Plan year Assets Participants Source
01/01/2025 — 0 ack 20250603153321NAL0010324529001
01/01/2024 — 1 ack 20250517162003NAL0030923536001